See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,430 | $88,707+91.0% | $74,183+128.4% | $273,961-38.2% |
| Participation rate | 69.6% | 79.4%-9.9pp | 76.6%-7.1pp | 83.0%-13.5pp |
| Annual return | 8.30% | 11.94%-3.6pp | 17.74%-9.4pp | 41.45%-33.2pp |
| Employer contribution / active EE | $1,594 | $3,159-49.5% | $2,370-32.7% | $4,869-67.3% |
| Participant deferral / active EE | $3,419 | $4,212-18.8% | $3,550-3.7% | $5,287-35.3% |
| Admin fee / account holder | $277 | $8,717-96.8% | $5,586-95.0% | $10,132-97.3% |